Geopolitics Alpha

Why the US Air Force needs blended-wing-body tankers over the KC-46A

Published . Updated .

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Get these market calls by email

The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.

Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.

ENERGYWhy the US Air Force needsblended-wing-body tankers over theKC-46AGEOPOLITICS ALPHA

This report is about tanker shipping. Names like TNK and FRO typically gain because teekay Tankers (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.

Directly affected

  • No company is named in this report.

Indirectly affected

  • BWET Breakwave Tanker Shipping ETF-3.3% 17d

    Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “tanker” (tanker shipping) in this story.

  • TNK Teekay Tankers

    Teekay Tankers (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.

  • FRO Frontline+1.0% 30d

    Frontline (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.

  • DHT DHT Holdings

    DHT Holdings (deep sea foreign transportation of freight): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.

  • INSW International Seaways-10.7% 18d

    International Seaways (water transportation): tanker owners earn more when more crude has to move by sea. Linked by “tanker” (tanker shipping) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
BWET-1.54%+2.86%base-7.81%-22.25%-25.97%—
TNK+3.04%+6.23%base+0.07%-7.03%-13.18%-10.04%
FRO+3.34%+8.65%base+0.74%-7.65%-13.16%-12.44%
DHT+1.11%+5.11%base+0.29%-7.65%-12.84%-12.88%
INSW+5.42%+7.55%base-0.80%-5.76%-9.43%-7.26%

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Why the US Air Force needs blended-wing-body tankers over the KC-46A Aerospace Global News

Source: Aerospace Global News

Energy

CompanyWhenMoveStatus
BWETthat day-7.81%final price
BWETthe next day-22.25%final price
BWETtwo days later-25.97%final price
BWETthree days earlier+2.86%final price
BWETfive days earlier-1.54%final price
DHTthat day+0.29%final price
DHTthe next day-7.65%final price
DHTtwo days later-12.84%final price
DHTthree days later-12.88%final price
DHTthree days earlier+5.11%final price
DHTfive days earlier+1.11%final price
FROthat day+0.74%final price
FROthe next day-7.65%final price
FROtwo days later-13.16%final price
FROthree days later-12.44%final price
FROthree days earlier+8.65%final price
FROfive days earlier+3.34%final price
INSWthat day-0.80%final price
INSWthe next day-5.76%final price
INSWtwo days later-9.43%final price
INSWthree days later-7.26%final price
INSWthree days earlier+7.55%final price
INSWfive days earlier+5.42%final price
TNKthat day+0.07%final price
TNKthe next day-7.03%final price
TNKtwo days later-13.18%final price
TNKthree days later-10.04%final price
TNKthree days earlier+6.23%final price
TNKfive days earlier+3.04%final price

How solid the energy case looks

12 out of 100

“Why the US Air Force needs blended-wing-body tankers over the KC-46A” scores 12 out of 100. The score uses 1 sources.